Security record · archived quarter
TFIN
Triumph Financial, Inc. · Financial Services · Banks - Regional
83Tracked holders
+2Δ holders
14.70MShares held
$876.72MReported value
+7New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +2.5% ·
share flow +2.7% ·
net new positions +2.4%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 86 | +6 | 14.09M | $1.07B | +10 | −4 |
| Q1 2026 | 83 | +2 | 14.70M | $876.72M | +7 | −5 |
| Q4 2025 | 81 | -1 | 15.34M | $960.88M | n/a | −1 |
| Q3 2025 | 15 | 0 | 7.94M | $397.26M | n/a | −1 |
| Q2 2025 | 13 | 0 | 7.75M | $427.04M | +1 | −1 |
| Q1 2025 | 10 | 0 | 2.34M | $135.02M | n/a | n/a |
| Q4 2024 | 10 | +1 | 2.32M | $211.11M | +1 | n/a |
| Q3 2024 | 8 | +1 | 1.11M | $88.09M | +1 | n/a |
| Q2 2024 | 7 | n/a | 1.10M | $90.33M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.31M | -0.2% | $197.35M | 0.0% | ▼ Trim | 4 | SEC ↗ ×13 |
| 2 | Kayne Anderson Rudnick Investment… | 1.96M | -6.8% | $117.21M | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | State Street Global Advisors ✦ (passive) | 1.45M | +9.9% | $86.63M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 998.89K | n/a | $59.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 832.15K | +0.4% | $49.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 6 | Citadel Advisors ✦ | 615.61K | +5.0% | $36.73M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 546.86K | +2.7% | $32.63M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | American Century Companies Inc | 478.45K | -33.3% | $28.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 460.09K | +13.1% | $27.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Morgan Stanley ✦ | 336.41K | +34.2% | $20.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 11 | Charles Schwab Investment… | 291.21K | +0.6% | $17.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 269.76K | +163.1% | $16.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Goldman Sachs Group ✦ | 268.30K | +106.6% | $16.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Northern Trust Corp | 238.20K | +5.3% | $14.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 15 | Wells Fargo & Company/Mn | 194.95K | -13.6% | $11.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Marshall Wace ✦ | 173.65K | -29.3% | $10.36M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 17 | Russell Investments Group, Ltd. | 153.07K | +37.6% | $9.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 18 | New York State Common Retirement… | 127.72K | 0.0% | $7.62M | 0.0% | Held | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 122.21K | -3.8% | $7.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 20 | Wcm Investment Management, Llc | 117.51K | +31.1% | $6.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Principal Financial Group Inc | 110.17K | +2.2% | $6.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Envestnet Asset Management Inc | 106.32K | -2.6% | $6.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Citigroup Inc | 104.37K | +46.3% | $6.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Ameriprise Financial Inc | 103.13K | +173.4% | $6.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Sei Investments Co | 97.81K | -10.9% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Barclays Plc | 88.80K | +88.4% | $5.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Invesco Ltd. | 71.80K | +6.4% | $4.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 28 | Rhumbline Advisers | 63.21K | +1.9% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 61.53K | +48.8% | $3.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Cerity Partners LLC | 58.33K | +0.2% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Deutsche Bank Ag\ | 57.97K | +3.8% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Nomura Asset Management… | 57.52K | +6.5% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Legal & General Group Plc | 50.30K | -12.0% | $3.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Nuveen, LLC | 49.76K | +5.0% | $2.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | LPL Financial LLC | 44.55K | +3.5% | $2.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Swiss National Bank | 44.50K | 0.0% | $2.65M | 0.0% | Held | 2 | SEC ↗ |
| 37 | Tudor Investment Corp Et Al | 40.51K | New | $2.42M | 0.0% | New | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 40.20K | +13344.8% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 39.59K | +0.7% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 40 | Susquehanna International Group, Llp | 31.91K | +95.6% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Universal- Beteiligungs- und… | 30.17K | New | $1.80M | 0.0% | New | 1 | SEC ↗ |
| 42 | T. Rowe Price ✦ | 28.70K | +15.3% | $1.71M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 43 | Jane Street Group, Llc | 27.30K | New | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 44 | Alliancebernstein L.P. | 25.93K | 0.0% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Stifel Financial Corp | 25.82K | +6.3% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Daiwa Securities Group Inc. | 24.41K | -17.8% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Prudential Financial Inc | 23.48K | +10.0% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | California State Teachers… | 21.05K | -6.6% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 19.40K | +7.5% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 50 | Quantinno Capital Management LP | 16.18K | +111.2% | $965,358 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Cetera Investment Advisers | 14.42K | +4.7% | $860,476 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | State Of Wisconsin Investment Board | 13.71K | -0.7% | $817,819 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | D. E. Shaw & Co. ✦ | 12.99K | -70.3% | $774,983 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 12.37K | +17.8% | $737,876 | 0.0% | ▲ Add | 8 | SEC ↗ ×5 |
| 55 | First Trust Advisors Lp | 11.14K | -10.1% | $664,552 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 10.67K | +1.6% | $636,453 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Janus Henderson Group Plc | 10.27K | 0.0% | $613,111 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Manufacturers Life Insurance… | 9.28K | -2.5% | $553,704 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Hsbc Holdings Plc | 9.00K | -80.9% | $531,540 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Toronto Dominion Bank | 7.96K | New | $474,715 | 0.0% | New | 1 | SEC ↗ ×2 |
| 61 | Us Bancorp \De\ | 7.57K | -29.9% | $451,447 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 62 | Neuberger Berman Group LLC | 7.12K | -10.3% | $424,958 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 63 | Nomura Holdings Inc | 6.43K | New | $383,733 | 0.0% | New | 1 | SEC ↗ |
| 64 | State Board Of Administration Of… | 6.19K | 0.0% | $369,474 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Creative Planning | 5.30K | -12.4% | $315,959 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Bnp Paribas Financial Markets | 5.01K | -0.9% | $299,135 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Franklin Resources Inc | 4.08K | New | $243,412 | 0.0% | New | 1 | SEC ↗ ×2 |
| 68 | Zurcher Kantonalbank (Zurich… | 4.00K | 0.0% | $238,521 | 0.0% | Held | 2 | SEC ↗ |
| 69 | Voya Investment Management Llc | 3.99K | -3.5% | $238,103 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Walleye Trading LLC | 3.93K | +40.1% | $234,225 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Victory Capital Management Inc | 3.70K | +14.5% | $220,563 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Fidelity (FMR) ✦ | 3.57K | -9.9% | $213,113 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 73 | ProShare Advisors LLC | 3.53K | -20.0% | $210,719 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Simplex Trading, Llc | 2.76K | +81.4% | $164,721 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Osaic Holdings, Inc. | 2.74K | -0.1% | $163,348 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 1.69K | -13.4% | $100,587 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 77 | Rockefeller Capital Management L.P. | 1.48K | +369.8% | $88,297 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 78 | Group One Trading Llc | 750 | New | $44,745 | 0.0% | New | 1 | SEC ↗ |
| 79 | Cwm, Llc | 448 | +5.9% | $26,728 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | BNP Paribas Asset Management… | 322 | +23.9% | $19,211 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Jones Financial Companies Lllp | 161 | +163.9% | $8,963 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Northwestern Mutual Wealth… | 145 | 0.0% | $8,651 | 0.0% | Held | 2 | SEC ↗ |
| 83 | Federated Hermes, Inc. | 5 | 0.0% | $298 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Tudor Investment Corp Et Al | $2.42M | 0.0% |
| Universal- Beteiligungs- und… | $1.80M | 0.0% |
| Jane Street Group, Llc | $1.63M | 0.0% |
| Toronto Dominion Bank | $474,715 | 0.0% |
| Nomura Holdings Inc | $383,733 | 0.0% |
| Franklin Resources Inc | $243,412 | 0.0% |
| Group One Trading Llc | $44,745 | 0.0% |
Exited
| Corient Private Wealth LP | $3.63M | was 0.0% |
| Healthcare Of Ontario Pension… | $1.27M | was 0.0% |
| Millennium Management | $330,311 | was 0.0% |
| Balyasny Asset Management L.P. | $276,136 | was 0.0% |
| Optiver Holding B.V. | $3,633 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 208 holders, 22.08M shares, $1.22B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 20
Schreyer Edward Joseph
Officer · 2.90K sh · $213,875
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 13
SC 13G/A: KAYNE ANDERSON RUDNICK INVESTMENT…
Jul 31
SC 13G: VANGUARD CAPITAL MANAGEMENT LLC
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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